Agent Dashboards

Introduction

In LoanPro, you can create dashboards and assign them to agent users. These dashboards can be customized to show information needed by the agents. The dashboard is the first place an agent user is taken upon logging into LoanPro, and you can think of it as the home page of the LoanPro application.

Creating a Dashboard

You can create a new dashboard by navigating to Dashboards using the top menu.

To create a new dashboard, click Add.

Enter a title for the dashboard in the 'Title' field. The title should distinguish this dashboard from any others you may create. Choose if the dashboard will be 'Active' and the 'Visibility' setting. Click Save.

The new dashboard will now be listed. You can delete the dashboard by clicking Delete, or you can view the dashboard by clicking open_in_new. If you click to view the dashboard, it will be empty at this point.

We refer to the individual items that contain dashboard content as widgets. Widgets can be added from this page, but if this is the first time you’ve created a dashboard, you likely haven’t created any widgets. Three default widgets are available for your use: Help, Notifications, and System Status. These widgets can be used on your dashboard or can simply be used as templates or examples to help in creating your own widgets. Later on, this article will explain how to add a widget to your dashboard.

Creating Dashboard Widgets

Dashboard widgets can be created from the Loan Manager. To create a widget, navigate to Loans > Loan Manager.

Clicking widgets will allow you to create a new widget. This widget will take into account the search parameters present when the widget icon was clicked. Make sure you perform the loan search you want before creating the widget.

You can now enter the information for the widget. Enter a title for the widget in the “Widget Title” field that will distinguish this widget from others you might create. Select a date from the “Date Field” drop down. The date you select will be the date used when you filter data by a date range.

So, on the dashboard, if you choose a date range of 01/01/2018 – 03/01/2018 and you chose “Created Date” as the Date Field option, this widget will only show data from loans that were created within the selected date range (01/01/2018 – 03/01/2018).

Next, choose a chart type. The chart type will determine how the data is displayed. Each chart type has different options as outlined below:

Pie Chart

Option

Description

Selected Column

This option lets you select the column from the loan manager that represents the data this widget will show. For example, if you choose “Amount Past Due” as the selected column, the data displayed by the widget will be the amount past due for loans in your search.

Max Slices To Display

This is the maximum number of slices in the pie chart. The largest slices will always have priority, so if you reduce the number of max slices, the smaller ones will be grouped together/not shown.

Grouped By

You can choose how the data will be grouped (e.g. by loan status or portfolio). The groupings will determine the slices of the chart.

Dashboard

Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Bar Chart

Option

Description

Selected Column

This option lets you select the column from the loan manager that represents the data this widget will show. So, for example, if you choose “Amount Past Due” as the selected column, the data displayed by the widget will be the amount past due for loans in your search.

Max Bars To Display

This is the maximum number of bars in the bar chart. The largest bars will always have priority, so if you reduce the number of max bars, the smaller ones will be grouped together/not shown.

Grouped By

You can choose how the data will be grouped (e.g. by loan status or portfolio). The groupings will determine the bars of the chart.

Dashboard

Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Line Graph

Option

Description

Grouped By

You can choose how the data will be grouped (e.g. by loan status or portfolio). The groupings will determine the lines on the chart. If you don’t choose to group the data, you can enter Selected Fields which will determine the lines on the chart.

Dashboard

Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Selected Fields

Choose up to five pieces of data that will each be shown as a line on the chart. The pieces of data must all be of the same data type (e.g. number, date).

Selected Column

If you chose to group the data, this option lets you select the column from the loan manager that represents the data this widget will show. This option will not be available if you chose to use the Selected Fields option.

Table

Option

Description

Max Records To Display

This is the maximum number of records in the table. The largest data sets will always have priority. If you reduce the number of max records, the smaller ones will be grouped together/not shown.

Dashboard

Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Selected Columns

Choose up to five pieces of data that will each be shown as a line on the chart.

Progress Gauge

Option

Description

Selected Column

This option lets you select the column from the loan manager that represents the data this widget will show. So, for example, if you choose “Amount Past Due” as the selected column, the data the widget will show will be the amount past due for loans in your search.

Dashboard

Click on this and select an existing dashboard. You can also enter the name of a dashboard that hasn’t been created and when you save the widget, it will also create a new dashboard.

Once you have entered the data for your widget, click Save. Note, each widget you create has its own refresh frequency as well.

Adding Widgets to a Dashboard

You can add the widgets you created to a dashboard in the create widget popup, and you can also add widgets from the Dashboards page. To do this, navigate to Dashboards.

Click the open_in_new icon and then 'click here' to add a widget.

Check the box to the right of any widget you want to add to the dashboard and click 'Add'.

Sharing Dashboards to Users

To assign a dashboard to a user, go to the dashboard page by navigating to Dashboards and clicking open_in_new to the right of the dashboard you want to assign.

Click 'Dashboard' on the top right of the screen and select “Edit” from the “Visibility” drop-down, then choose “Shared”.

Click “Search agents” and/or “Search roles” and select from the drop-down the agent users and/or the roles that the dashboard should be assigned to. When you’re done, click Save.

If you need to edit the order of the widgets or add/remove widgets from a dashboard shared with another user, you can do so from the main page of that dashboard.

To remove a widget, click the delete icon to the right of the page. To add additional widgets, click 'Add' in the top right of the screen.


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